USDU vs. LDRI ETF Comparison

Comparison of WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) to iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI)

USDU

WisdomTree Bloomberg U.S. Dollar Bullish Fund

USDU Description

The investment seeks to provide total returns, before fees and expenses, that exceed the performance of the Bloomberg Dollar Total Return Index. The fund is an actively managed ETF that seeks to provide total returns, before fees and expenses, that exceed the performance of the index. The index is structured to potentially benefit as the U.S. dollar appreciates relative to a basket of global currencies. The fund will seek exposure to both the U.S. dollar and global currencies held by the index through investing, under normal circumstances, at least 80% of its assets in money market securities and other liquid securities. It is non-diversified.

Grade (RS Rating)

Last Trade

$28.24

Average Daily Volume

185,786

Number of Holdings ^*

* may have additional holdings in another (foreign) market

LDRI

iShares iBonds 1-5 Year TIPS Ladder ETF

LDRI Description

LDRI is a passively managed fund-of-funds offering structured exposure to US Treasury Inflation-protected securities through a laddered maturity approach covering five years. Holdings exclusively consist of the series of underlying iShares iBonds TIPS ETFs, each representing a specific maturity year. The fund is designed to simplify holding the ETF series without the need for frequent rebalancing. The laddered strategy allows for a rolling five-year bond portfolio where each year, the nearest-maturing ETF is removed and replaced by a new five-year ETF. At each annual reconstitution, the underlying funds are rebalanced equally. Although market fluctuations may cause weight drifts throughout the year, which are corrected at the next rebalance. The fund may also hold cash equivalents and money market funds. Up to one-third of the funds assets may be used for lending.

Grade (RS Rating)

Last Trade

$25.00

Average Daily Volume

925

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	USDU	LDRI
30 Days	3.10%
60 Days	6.61%
90 Days	7.34%
12 Months	10.40%

0 Overlapping Holdings

	Symbol	Grade	Weight in USDU	Weight in LDRI	Overlap

USDU Overweight 1 Positions Relative to LDRI

	Symbol	Grade	Weight
	USFR	A	100.0%

USDU Underweight 5 Positions Relative to LDRI

Symbol	Grade	Weight
IBID	C	-20.05%
IBIE	D	-20.01%
IBIC	B	-19.98%
IBIF	C	-19.95%
IBIB	B	-19.91%

USDU: Top Represented Industries & Keywords

Industries:

Keywords: Bond Collateralized Debt Obligation ETF Exchange Traded Fund Mortgage Backed Security U.S. Treasury

LDRI: Top Represented Industries & Keywords

Industries:

Keywords: Inflation Tips U.S. Treasury United States Treasury Security Bond Market